Capital Investment Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.69M | Buy |
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|
2025
Q2 | $7.33M | Buy |
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|
2025
Q1 | $7.19M | Buy |
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|
2024
Q4 | $6.2M | Buy |
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|
2024
Q3 | $6.61M | Sell |
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|
2024
Q2 | $5.96M | Buy |
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|
2024
Q1 | $5.7M | Sell |
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|
2023
Q4 | $5.85M | Sell |
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|
2023
Q3 | $5.42M | Buy |
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|
2023
Q2 | $5.37M | Sell |
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|
2023
Q1 | $6.03M | Sell |
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|
2022
Q4 | $6.58M | Sell |
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|
2022
Q3 | $5.95M | Buy |
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|
2022
Q2 | $6.76M | Buy |
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|
2022
Q1 | $6.99M | Sell |
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|
2021
Q4 | $6.73M | Sell |
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|
2021
Q3 | $6.3M | Buy |
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|
2021
Q2 | $6.24M | Buy |
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|
2021
Q1 | $6.09M | Buy |
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|
2020
Q4 | $5.52M | Buy |
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|
2020
Q3 | $5.09M | Buy |
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|
2020
Q2 | $4.55M | Buy |
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|
2020
Q1 | $3.9M | Sell |
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|
2019
Q4 | $4.68M | Sell |
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|
2019
Q3 | $5.01M | Sell |
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|
2019
Q2 | $4.62M | Buy |
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|
2019
Q1 | $4.35M | Sell |
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|
2018
Q4 | $4.25M | Buy |
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|
2018
Q3 | $3.93M | Sell |
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|
2018
Q2 | $3.89M | Buy |
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|
2018
Q1 | $3.75M | Buy |
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|
2017
Q4 | $3.83M | Buy |
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|
2017
Q3 | $3.71M | Sell |
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|
2017
Q2 | $3.84M | Buy |
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|
2017
Q1 | $3.75M | Buy |
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|
2016
Q4 | $3.49M | Sell |
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|
2016
Q3 | $3.73M | Buy |
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|
2016
Q2 | $3.94M | Buy |
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|
2016
Q1 | $3.6M | Buy |
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|
2015
Q4 | $3.14M | Sell |
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|
2015
Q3 | $3.19M | Buy |
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|
2015
Q2 | $3.12M | Buy |
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|
2015
Q1 | $3.36M | Sell |
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|
2014
Q4 | $3.68M | Sell |
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|
2014
Q3 | $3.33M | Buy |
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|
2014
Q2 | $3.3M | Sell |
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|
2014
Q1 | $3.18M | Sell |
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|
2013
Q4 | $3.08M | Buy |
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